Damon Zahlmann
Damon Zahlmann is a registered investment advisor at Msh Capital Advisors LLC, based in Scottsdale, AZ, with 25 years of industry experience. Damon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,076 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MSH Capital Advisors offers investment management through both wrap and non-wrap fee programs. The fees are a percentage of the value of your portfolio and are negotiated with your advisor, up to a maximum of 2.00% per year. The fee includes investment management and ongoing advice. In wrap fee accounts, the fee also includes transaction costs. In non-wrap fee accounts, you'll pay transaction costs separately.
Location
23350 N Pima Road, Scottsdale, AZ, 85255-7153
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2011Other Business ActivitiesSells Insurance
Damon is an insurance agent and wealth manager, spending a few hours per week on life insurance and fixed indexed annuities. He is also a co-founder of M.S.H. Capital Advisors DBA Summit Wealth Advisors and Summit Wealth Advisors, and a wealth manager at M.S. Howells & Co., dedicating nearly full-time hours to securities and financial planning.
Employment History
Current Registrations
Msh Capital Advisors LLC
M. S. Howells & CO.Broker
Previous Registrations
Crown Capital Securities, L.P.Broker
Clarus Wealth Advisors, LLC
Wfg Advisors, LP
Wfg Investments, INC.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Sagepoint Financial, INC.
Rg Capital Investment Advisory Services, LLC
Sagepoint Financial, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Northwestern Mutual Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.